Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane McMahon is a financial advisor with Charles Schwab & CO., Inc. based in Wayne, Pennsylvania. Shane has been in the industry since October 2020 and has been registered as a securities agent with the state of Pennsylvania since January 2025. Shane has experience in the financial industry with Goldman Sachs & CO. LLC and holds the Series 3, 7TO and SIE licenses. Shane also holds the Chartered Financial Analyst designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
PA
01/31/2025 - Present
Charles Schwab & CO., Inc. (Wayne PA)
PA
09/21/2020 - 04/11/2023
GOLDMAN SACHS & CO. LLC (PHILADELPHIA PA)
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2020
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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